Migrate from Vonigo to Freshsales

Vonigo clients map to Freshsales Contacts linked to Accounts. Each Vonigo client record splits into a Contact (person-level: name, email, phone) and an Account (company-level: business name, domain). The Account is created first so Contact.AccountId resolves correctly. Multiple Vonigo client locations per franchisee collapse to one Account with address custom fields for each location.

Vonigo properties store service location addresses and property-specific details. Each property becomes an Account record with the property address in standard address fields. Property-specific metadata (square footage, property type, service frequency) migrates as Freshsales custom fields on the Account. Properties linked to the same client franchisee share a parent Account hierarchy.

Vonigo work orders have no direct Freshsales equivalent. We map each work order to a Freshsales Deal with custom fields capturing work-order number, service type, assigned technician (lookup to User), status, scheduled date, checklist completion, and signature captured. Work order line items map to Deal Products. Multiple work orders for the same property in a billing period aggregate into a single Deal representing that period's invoiced amount.

Vonigo work order line items (service descriptions, quantities, unit prices) map directly to Freshsales Deal Products. Product catalog in Freshsales is used when matching service names to existing products; otherwise products are created during migration. Line item totals feed the parent Deal Amount field.

Vonigo invoices have no native Freshsales equivalent on Growth or Pro tiers. On Enterprise, a custom Invoice module is created via Freshsales Custom Modules, with invoice number, date, amount, status, and linked Deal as fields. On lower tiers, invoice metadata (invoice number, total, status, payment date) migrates as custom fields on the associated Deal record.

Vonigo payment records (amount paid, payment method, date) attach to the corresponding Invoice record. In Freshsales, payment status maps to a custom pick-list field (Paid, Partial, Unpaid) on the Deal or Custom Invoice. Payment history beyond status is preserved as a text custom field since Freshsales does not natively track payment transactions on Deals.

Vonigo recurring billing records track subscription tiers and membership fees. In Freshsales, each recurring billing contract maps to a Deal with custom fields for billing frequency (monthly/annual), contract start/end dates, and membership tier. Active recurring contracts become open Deals; cancelled ones close with a Lost Reason custom field.

Vonigo users and technicians map to Freshsales system users resolved by email address match. Vonigo owner IDs on work orders cross-reference to Freshsales User IDs. Users with no email match are flagged before migration — your team either creates Freshsales accounts for them or reassigns their records to a fallback owner.

Vonigo's franchise structure stores program fees, royalty rates, and franchisee territory assignments. We map franchise-level data to a parent Account with custom fields for program_fee_amount, royalty_rate, and territory_code. For complex multi-tier franchise hierarchies, a Custom Territories module (Enterprise) provides a dedicated object for franchise-branch relationships.

Vonigo file attachments on work orders, properties, or clients re-upload to Freshsales Files. Files are linked to the target record (Contact, Account, or Deal) via Freshsales file association. Large files or documents exceeding Freshsales storage limits are flagged in the migration report for manual handling.

Vonigo configurable workflows and dispatch rules are field-service automation logic with no Freshsales equivalent. We export workflow definitions as structured JSON including triggers, conditions, and actions. Your Freshsales admin uses Freshsales Workflows (Growth+), Sales Sequences (Pro+), or the REST API to rebuild equivalent logic in Freshsales.

Vonigo franchise reports and branch-level KPI dashboards do not transfer. The underlying data (clients, work orders, invoices, revenue by branch) migrates into Freshsales Deals and Accounts, allowing your team to rebuild equivalent reports using Freshsales's built-in reporting, Custom Reports (Pro+), or BI integrations.